BALCX
Price
$36.57
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
CBALX
Price
$54.12
Change
+$0.23 (+0.43%)
Updated
Jul 3 closing price
Net Assets
9.92B
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BALCX vs CBALX

Header iconBALCX vs CBALX Comparison
Open Charts BALCX vs CBALXBanner chart's image
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Columbia Balanced Inst
Price$54.12
Change+$0.23 (+0.43%)
VolumeN/A
Net Assets9.92B
BALCX vs CBALX Comparison Chart in %
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BALCX vs. CBALX commentary
Jul 07, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALCX is a Buy and CBALX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. CBALX (9.92B). CBALX pays higher dividends than BALCX: CBALX (1.90) vs BALCX (1.19). BALCX was incepted earlier than CBALX: BALCX (24 years) vs CBALX (34 years). BALCX (1.31) is less costly to investors than CBALX (0.68). CBALX is a more actively managed with annual turnover of: 200.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than CBALX: BALCX (250) vs CBALX (2000). BALCX annual gain was more profitable for investors over the last year : 7.03 vs. CBALX (4.53). BALCX return over 5 years is better than : 37.14 vs. CBALX (32.26).
BALCXCBALXBALCX / CBALX
Total Expense Ratio1.310.68193%
Annual Report Gross Expense Ratio1.310.68193%
Fund Existence24 years34 years-
Gain YTD7.6846.605116%
Front LoadN/AN/A-
Min. Initial Investment250200013%
Min. Initial Investment IRAN/AN/A-
Net Assets252B9.92B2,541%
Annual Yield % from dividends1.191.9063%
Returns for 1 year7.034.53155%
Returns for 3 years32.5132.8499%
Returns for 5 years37.1432.26115%
Returns for 10 years58.1663.5891%
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